1059 Commits

Author SHA1 Message Date
Thomas Kaul
b2ed0b2c80
Feature/improve caching of benchmarks in markets overview (#3640)
* Improve caching

* Update changelog
2024-08-05 19:44:24 +02:00
Thomas Kaul
42fe653e1e
Bugfix/fix cache flush endpoint response (#3641)
* Fix cache flush endpoint response

* Update changelog
2024-08-05 19:43:25 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
8f6203d296
Feature/manage tags of holdings (#3630)
* Manage tags of holdings

* Update changelog
2024-08-03 15:46:01 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance

* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
97db144e01
Feature/skip derived currencies in get quotes of data provider service (#3610)
* Skip derived currencies

* Update changelog
2024-07-27 19:47:06 +02:00
Thomas Kaul
cec55127c8
Bugix/fix dividend import from data provider for holdings without account (#3606)
* Fix dividend import for holdings without account

* Update changelog
2024-07-27 19:45:12 +02:00
Thomas Kaul
dd15bba359
Bugfix/fix public page for non existent access (#3604)
* Handle non-existent access

* Update changelog
2024-07-23 21:00:20 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala (#3593)
* Set up Català

* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag (#3573) 2024-07-16 20:51:49 +02:00
Thomas Kaul
d5c56fb16c
Feature/optimize 7d data gathering by prioritization (#3575)
* Optimize 7d data gathering by prioritization

* Update changelog
2024-07-16 20:45:34 +02:00
Thomas Kaul
6c1317f978
Bugfix/fix search for holding in assistant (#3569)
* Fix search for holding

* Update changelog
2024-07-13 20:11:40 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation

* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings (#3563)
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering

* Update changelog
2024-07-09 18:42:03 +02:00
Thomas Kaul
35b4aef06f
Feature/improve market state logic for forex in eod historical data service (#3550) 2024-07-07 18:23:51 +02:00
Thomas Kaul
d49b90d7a5
Feature/refresh cryptocurrencies list 20240706 (#3544)
* Refresh cryptocurrencies list

* Update changelog
2024-07-07 09:39:29 +02:00
Thomas Kaul
ffc6309850
Feature/refactor thresholds of x ray rules (#3545)
* Refactor thresholds

* Update changelog
2024-07-07 08:25:51 +02:00
Achal
7067aca04b
Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
2024-07-05 17:26:12 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode

* Update changelog
2024-07-04 20:25:15 +02:00
Chang-Yen Tseng
8227a2d91a
Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json

* Update changelog
2024-07-03 18:16:07 +02:00
Thomas Kaul
dcec3accf0
Feature/improve caching of benchmarks (#3530)
* Improve caching

* Update changelog
2024-06-29 16:53:35 +02:00
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation (#3529)
* Support derived currencies in currency validation

* Update changelog
2024-06-29 16:30:40 +02:00
Thomas Kaul
8386fec98a
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles

* Update changelog
2024-06-29 10:53:25 +02:00
Thomas Kaul
76890e63fa
Bugfix/fix all time high in benchmarks (#3527)
* Fix all time high

* Update changelog
2024-06-29 10:03:45 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
58d1abbd38
Feature/clean up imports (#3514)
* Clean up imports
2024-06-25 19:52:07 +02:00
Thomas Kaul
ba979cbae2
Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value

* Update changelog
2024-06-24 21:24:03 +02:00
Thomas Kaul
8cda43bb63
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open

* Update changelog
2024-06-23 10:23:03 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
a201fc7a97
Feature/upgrade stripe dependencies 20240617 (#3499)
* Upgrade Stripe dependencies

* Update changelog
2024-06-18 20:37:02 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section (#3478)
* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
af65a99398
Feature/extend personal finance tools 20240604 (#3457)
* Add Koyfin

* Add Navexa

* Add Stonksfolio
2024-06-05 17:32:43 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account (#3444)
* Add ability to close user account

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
98a9523eee
Feature/extend personal finance tools (#3448) 2024-06-02 10:20:09 +02:00
Thomas Kaul
0e08d8830e
Handle reduce of empty array (#3446) 2024-06-01 11:14:34 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog

* Update changelog
2024-06-01 10:55:42 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api (#3443)
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
918d0b85d4
Feature/update passport dependencies (#3433)
* Update passport dependencies

* Refactor Google strategy

* Update changelog
2024-05-28 13:47:45 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone

* Update changelog
2024-05-19 19:13:14 +03:00
Thomas Kaul
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 (#3411)
* Refresh cryptocurrencies list

* Update changelog
2024-05-18 17:40:25 +03:00
Thomas Kaul
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 (#3406)
* Upgrade body-parser to version 1.20.2

* Update changelog
2024-05-16 17:26:27 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-05-12 09:56:07 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373) 2024-05-08 20:04:32 +02:00